Fox Hill Wealth Management Portfolio Holdings

Fox Hill Wealth Management

  • $163 Billion
  • Q2 2024

Fox Hill Wealth Management has filed its 13F form on August 06, 2024 for Q2 2024 where it was disclosed a total value porftolio of $163 Billion distributed in 132 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Microsoft Corp with a value of $18.6B, Nvidia Corp with a value of $10.1B, Eli Lilly & CO with a value of $9.64B, Apple Inc. with a value of $8.44B, and Costco Wholesale Corp with a value of $5.56B.

Examining the 13F form we can see an increase of $14.9B in the current position value, from $149B to 163B.

Fox Hill Wealth Management is based out at Dedham, MA

Below you can find more details about Fox Hill Wealth Management portfolio as well as his latest detailed transactions.

Portfolio value $163 Billion
Technology: $58.4 Billion
Healthcare: $21.6 Billion
ETFs: $15.5 Billion
Utilities: $14.3 Billion
Consumer Cyclical: $14 Billion
Communication Services: $11 Billion
Industrials: $8.92 Billion
Consumer Defensive: $7.33 Billion
Other: $4.25 Billion

Stock Holdings Table Market Cap. of $10 Billions to $200 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$68.7B
$3.2 Billion 1.96% of portfolio
8,351
Q2 2024 Reduced 0.71%
$130B
$2.97 Billion 1.82% of portfolio
8,481
Q2 2024 Reduced 1.28%
$115B
$2.43 Billion 1.48% of portfolio
7,156
Q2 2024 Reduced 5.14%
$134B
$2.37 Billion 1.45% of portfolio
21,512
Q2 2024 Added 2.8%
$64.1B
$2.19 Billion 1.34% of portfolio
10,207
Q2 2024 Reduced 3.51%
$13.4B
$2.18 Billion 1.33% of portfolio
15,734
Q1 2024 Added 138.43%
$17.2B
$2.15 Billion 1.32% of portfolio
56,332
Q2 2024 Added 12.21%
$42.9B
$2.11 Billion 1.29% of portfolio
31,291
Q2 2024 Added 104.64%
$52.5B
$1.96 Billion 1.2% of portfolio
22,764
Q2 2024 Reduced 14.35%
$87.5B
$1.92 Billion 1.17% of portfolio
19,117
Q2 2024 Added 3.89%
$79B
$1.88 Billion 1.15% of portfolio
3,223
Q2 2024 Reduced 5.54%
$145B
$1.75 Billion 1.07% of portfolio
3,752
Q2 2024 Added 112.1%
$72.7B
$1.49 Billion 0.91% of portfolio
930
Q2 2024 Reduced 17.84%
$14.3B
$1.44 Billion 0.88% of portfolio
49,986
Q2 2024 Added 2.17%
$41.8B
$1.41 Billion 0.86% of portfolio
19,123
Q2 2024 Added 4.51%
$27.7B
$1.33 Billion 0.81% of portfolio
17,424
Q2 2024 Added 5.13%
$146B
$1.29 Billion 0.79% of portfolio
18,275
Q2 2024 Added 2.36%
$22.7B
$1.29 Billion 0.79% of portfolio
18,207
Q2 2024 Added 6.1%
$30.3B
$1.25 Billion 0.76% of portfolio
15,873
Q2 2024 Added 4.68%
$29.7B
$1.2 Billion 0.73% of portfolio
11,171
Q2 2024 Added 11.54%
$63.8B
$1.01 Billion 0.62% of portfolio
16,709
Q2 2024 Reduced 3.64%
$80.5B
$851 Million 0.52% of portfolio
1,953
Q2 2024 Added 4.77%
$191B
$643 Million 0.39% of portfolio
3,715
Q2 2024 Added 245.26%
$47.9B
$623 Million 0.38% of portfolio
9,886
Q2 2024 Reduced 0.1%
$180B
$602 Million 0.37% of portfolio
2,410
Q2 2024 Added 25.33%
$179B
$560 Million 0.34% of portfolio
5,574
Q2 2024 Added 11.84%
$10.4B
$374 Million 0.23% of portfolio
1,929
Q2 2024 Added 3.88%
$194B
$367 Million 0.22% of portfolio
1,842
Q2 2024 Added 9.97%
$44.2B
$336 Million 0.21% of portfolio
26,761
Q2 2024 Reduced 39.24%
$20.1B
$327 Million 0.2% of portfolio
4,398
Q2 2024 Reduced 27.31%
$127B
$313 Million 0.19% of portfolio
668
Q2 2024 Reduced 2.77%
$122B
$302 Million 0.18% of portfolio
809
Q2 2024 Reduced 16.08%
$61B
$281 Million 0.17% of portfolio
434
Q2 2024 Added 0.23%
$53.5B
$285 Million 0.17% of portfolio
7,484
Q2 2024 Reduced 1.59%
$38.2B
$208 Million 0.13% of portfolio
5,950
Q2 2024 New
$37B
$201 Million 0.12% of portfolio
782
Q1 2024 New

Summary

  • Portfolio
  • No. of Stocks 132
  • Current Value $163 Billion
  • Prior Value $149 Billion
  • Filing
  • Period Q2 2024
  • Filing Date August 06, 2024
  • Form Type 13F-HR
  • Activity in Q2 2024
  • New Purchases 4 stocks
  • Additional Purchases 46 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 50 stocks
Track This Portfolio

Track Fox Hill Wealth Management Portfolio

Follow Fox Hill Wealth Management and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Fox Hill Wealth Management, based on Form 13F filings with the SEC.

News

Stay updated on Fox Hill Wealth Management with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email